Peter D'Amico, CFP®, Founding Partner
Peter A. D'Amico, CFP® - As a Philadelphia native, Pete is a CERTIFIED FINANCIAL PLANNER™ professional and has been in financial services since 2002 as both an agent and a manager. Pete's focus on business owners and their families distinguishes him in the industry. Utilizing cutting edge software and technology, he helps his clients plan for the accumulation, management, and distribution of their wealth. He has a vision to help all families navigate their way to the lifestyle they deserve. Pete is a graduate of St. Joseph's University and currently resides in the Manayunk section of Philadelphia with his wife, Jessi, and children, Nicholas and Luciana.
The Philadelphia Wealth Management Co. is not owned or operated by Equitable Advisors or Equitable Network.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.